jlh wealth management limited
jlh wealth management limited Company Information
Company Number
08809713
Website
-Registered Address
castle hill house, 12 castle hill, windsor, SL4 1PD
Industry
Other activities auxiliary to insurance and pension funding
Telephone
-
Next Accounts Due
September 2024
Group Structure
View All
Directors
James Lindsey-Halls10 Years
Shareholders
james lindsey-halls 100%
jlh wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of JLH WEALTH MANAGEMENT LIMITED at £55.2k based on a Turnover of £87.4k and 0.63x industry multiple (adjusted for size and gross margin).
jlh wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of JLH WEALTH MANAGEMENT LIMITED at £689.1k based on an EBITDA of £153.2k and a 4.5x industry multiple (adjusted for size and gross margin).
jlh wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of JLH WEALTH MANAGEMENT LIMITED at £2.2m based on Net Assets of £862.9k and 2.58x industry multiple (adjusted for liquidity).
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Jlh Wealth Management Limited Overview
Jlh Wealth Management Limited is a live company located in windsor, SL4 1PD with a Companies House number of 08809713. It operates in the other activities auxiliary to insurance and pension funding sector, SIC Code 66290. Founded in December 2013, it's largest shareholder is james lindsey-halls with a 100% stake. Jlh Wealth Management Limited is a established, micro sized company, Pomanda has estimated its turnover at £87.4k with declining growth in recent years.
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Jlh Wealth Management Limited Health Check
Pomanda's financial health check has awarded Jlh Wealth Management Limited a 4 rating. We use a traffic light system to show it exceeds the industry average on 3 measures and has 5 areas for improvement. Company Health Check FAQs
3 Strong
2 Regular
5 Weak
Size
annual sales of £87.4k, make it smaller than the average company (£2.6m)
- Jlh Wealth Management Limited
£2.6m - Industry AVG
Growth
3 year (CAGR) sales growth of 0%, show it is growing at a slower rate (3.9%)
- Jlh Wealth Management Limited
3.9% - Industry AVG
Production
with a gross margin of 91%, this company has a comparable cost of product (91%)
- Jlh Wealth Management Limited
91% - Industry AVG
Profitability
an operating margin of 135.5% make it more profitable than the average company (9.1%)
- Jlh Wealth Management Limited
9.1% - Industry AVG
Employees
with 1 employees, this is below the industry average (29)
1 - Jlh Wealth Management Limited
29 - Industry AVG
Pay Structure
on an average salary of £56.2k, the company has an equivalent pay structure (£56.2k)
- Jlh Wealth Management Limited
£56.2k - Industry AVG
Efficiency
resulting in sales per employee of £87.4k, this is less efficient (£122.6k)
- Jlh Wealth Management Limited
£122.6k - Industry AVG
Debtor Days
There is insufficient data available for this Key Performance Indicator!
- Jlh Wealth Management Limited
- - Industry AVG
Creditor Days
its suppliers are paid after 0 days, this is quicker than average (58 days)
- Jlh Wealth Management Limited
58 days - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Jlh Wealth Management Limited
- - Industry AVG
Cash Balance
has cash to cover current liabilities for 56 weeks, this is more cash available to meet short term requirements (21 weeks)
56 weeks - Jlh Wealth Management Limited
21 weeks - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 13.7%, this is a lower level of debt than the average (77.6%)
13.7% - Jlh Wealth Management Limited
77.6% - Industry AVG
jlh wealth management limited Credit Report and Business Information
Jlh Wealth Management Limited Competitor Analysis
Perform a competitor analysis for jlh wealth management limited by selecting its closest rivals and benchmarking them against 12 key performance metrics.
jlh wealth management limited Ownership
JLH WEALTH MANAGEMENT LIMITED group structure
Jlh Wealth Management Limited has no subsidiary companies.
Ultimate parent company
JLH WEALTH MANAGEMENT LIMITED
08809713
jlh wealth management limited directors
Jlh Wealth Management Limited currently has 1 director, Mr James Lindsey-Halls serving since Dec 2013.
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mr James Lindsey-Halls | England | 54 years | Dec 2013 | - | Director |
JLH WEALTH MANAGEMENT LIMITED financials
Jlh Wealth Management Limited's latest turnover from December 2022 is estimated at £87.4 thousand and the company has net assets of £862.9 thousand. According to their latest financial statements, Jlh Wealth Management Limited has 1 employee and maintains cash reserves of £117.1 thousand as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
| Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 | Dec 2018 | Dec 2017 | Dec 2016 | Dec 2015 | Dec 2014 | |
|---|---|---|---|---|---|---|---|---|---|
| Turnover | |||||||||
| Other Income Or Grants | |||||||||
| Cost Of Sales | |||||||||
| Gross Profit | |||||||||
| Admin Expenses | |||||||||
| Operating Profit | |||||||||
| Interest Payable | |||||||||
| Interest Receivable | |||||||||
| Pre-Tax Profit | |||||||||
| Tax | |||||||||
| Profit After Tax | |||||||||
| Dividends Paid | |||||||||
| Retained Profit | |||||||||
| Employee Costs | |||||||||
| Number Of Employees | 1 | 1 | 1 | 1 | 1 | 1 | 1 | ||
| EBITDA* |
* Earnings Before Interest, Tax, Depreciation and Amortisation
| Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 | Dec 2018 | Dec 2017 | Dec 2016 | Dec 2015 | Dec 2014 | |
|---|---|---|---|---|---|---|---|---|---|
| Tangible Assets | 401,413 | 432,755 | 357,664 | 4,574 | 5,929 | 3,098 | 1,881 | 1,899 | 0 |
| Intangible Assets | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Investments & Other | 475,491 | 220,059 | 190,913 | 350,000 | 0 | 0 | 0 | 0 | 0 |
| Debtors (Due After 1 year) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Fixed Assets | 876,904 | 652,814 | 548,577 | 354,574 | 5,929 | 3,098 | 1,881 | 1,899 | 0 |
| Stock & work in progress | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Trade Debtors | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Group Debtors | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Misc Debtors | 6,085 | 6,085 | 6,085 | 6,085 | 0 | 0 | 0 | 0 | 0 |
| Cash | 117,137 | 226,736 | 152,949 | 94,833 | 405,640 | 325,657 | 201,093 | 142,428 | 80,782 |
| misc current assets | 0 | 0 | 0 | 0 | 0 | 1 | 1 | 0 | 0 |
| total current assets | 123,222 | 232,821 | 159,034 | 100,918 | 405,640 | 325,658 | 201,094 | 142,428 | 80,782 |
| total assets | 1,000,126 | 885,635 | 707,611 | 455,492 | 411,569 | 328,756 | 202,975 | 144,327 | 80,782 |
| Bank overdraft | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Bank loan | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Trade Creditors | 2 | 1 | 0 | 1 | 1 | 0 | 0 | 0 | 24,950 |
| Group/Directors Accounts | 0 | 0 | 0 | 0 | 67,232 | 58,282 | 39,693 | 27,653 | 0 |
| other short term finances | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| hp & lease commitments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| other current liabilities | 108,757 | 91,316 | 72,583 | 55,658 | 34,767 | 36,602 | 25,306 | 23,653 | 0 |
| total current liabilities | 108,759 | 91,317 | 72,583 | 55,659 | 102,000 | 94,884 | 64,999 | 51,306 | 24,950 |
| loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| hp & lease commitments | 0 | 0 | 46,773 | 0 | 0 | 0 | 0 | 0 | 0 |
| Accruals and Deferred Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| other liabilities | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| provisions | 28,495 | 32,216 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| total long term liabilities | 28,495 | 32,216 | 46,773 | 0 | 0 | 0 | 0 | 0 | 0 |
| total liabilities | 137,254 | 123,533 | 119,356 | 55,659 | 102,000 | 94,884 | 64,999 | 51,306 | 24,950 |
| net assets | 862,872 | 762,102 | 588,255 | 399,833 | 309,569 | 233,872 | 137,976 | 93,021 | 55,832 |
| total shareholders funds | 862,872 | 762,102 | 588,255 | 399,833 | 309,569 | 233,872 | 137,976 | 93,021 | 55,832 |
| Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 | Dec 2018 | Dec 2017 | Dec 2016 | Dec 2015 | Dec 2014 | |
|---|---|---|---|---|---|---|---|---|---|
| Operating Activities | |||||||||
| Operating Profit | |||||||||
| Depreciation | 34,795 | 581 | 12,019 | 2,178 | 1,976 | 1,032 | 626 | 633 | 0 |
| Amortisation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Tax | |||||||||
| Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Debtors | 0 | 0 | 0 | 6,085 | 0 | 0 | 0 | 0 | 0 |
| Creditors | 1 | 1 | -1 | 0 | 1 | 0 | 0 | -24,950 | 24,950 |
| Accruals and Deferred Income | 17,441 | 18,733 | 16,925 | 20,891 | -1,835 | 11,296 | 1,653 | 23,653 | 0 |
| Deferred Taxes & Provisions | -3,721 | 32,216 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Cash flow from operations | |||||||||
| Investing Activities | |||||||||
| capital expenditure | |||||||||
| Change in Investments | 255,432 | 29,146 | -159,087 | 350,000 | 0 | 0 | 0 | 0 | 0 |
| cash flow from investments | |||||||||
| Financing Activities | |||||||||
| Bank loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Group/Directors Accounts | 0 | 0 | 0 | -67,232 | 8,950 | 18,589 | 12,040 | 27,653 | 0 |
| Other Short Term Loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Long term loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Hire Purchase and Lease Commitments | 0 | -46,773 | 46,773 | 0 | 0 | 0 | 0 | 0 | 0 |
| other long term liabilities | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| share issue | |||||||||
| interest | |||||||||
| cash flow from financing | |||||||||
| cash and cash equivalents | |||||||||
| cash | -109,599 | 73,787 | 58,116 | -310,807 | 79,983 | 124,564 | 58,665 | 61,646 | 80,782 |
| overdraft | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| change in cash | -109,599 | 73,787 | 58,116 | -310,807 | 79,983 | 124,564 | 58,665 | 61,646 | 80,782 |
P&L
December 2022turnover
87.4k
+9%
operating profit
118.4k
0%
gross margin
91%
+1.92%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
December 2022net assets
862.9k
+0.13%
total assets
1m
+0.13%
cash
117.1k
-0.48%
net assets
Total assets minus all liabilities
Similar Companies
jlh wealth management limited company details
company number
08809713
Type
Private limited with Share Capital
industry
66290 - Other activities auxiliary to insurance and pension funding
incorporation date
December 2013
age
11
accounts
Total Exemption Full
ultimate parent company
previous names
N/A
incorporated
UK
address
castle hill house, 12 castle hill, windsor, SL4 1PD
last accounts submitted
December 2022
jlh wealth management limited Charges & Mortgages
A charge, or mortgage, refers to the rights a company gives to a lender in return for a loan, often in the form of security given over business assets.
We did not find charges/mortgages relating to jlh wealth management limited.
jlh wealth management limited Companies House Filings - See Documents
| date | description | view/download |
|---|
